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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,077 | $209,422-61.3% | $178,503-54.6% | $158,982-49.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.12% | 188.81%-178.7pp | 151.12%-141.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $5,614 | $5,707-1.6% | $5,011+12.0% | $4,763+17.9% |
| Participant deferral / active EE | $4,569 | $5,955-23.3% | $5,202-12.2% | $5,983-23.6% |
| Admin fee / account holder | $45,675 | $17,079+167.4% | $13,987+226.6% | $11,252+305.9% |